Phoenix Wealth Trustee Services Limited

Phoenix Wealth Trustee Services Limited

#02155360 Active
Founded: 18/08/1987
Industries: Pension funding
Location: Wythall

Financial Snapshot

Last accounts made up to 31 December 2023
Next accounts due 30 September 2025 (4 months)
Cash in Bank £5,477
↑ 0%

Directors

Role:
Company Director
Appointed:
01/04/2025
Nationality:
British
Age:
40 years
Role:
Company Director
Appointed:
06/12/2024
Nationality:
British
Age:
47 years

People with Significant Control

Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors
Notified On:
06/04/2016
Nationality:
United Kingdom
Dec 2023Dec 2022Dec 2021
Income Statement
Turnover
Export Revenue
Sales
Other Operating Income
Other Operating Items
Cost of Sales
Raw Materials & Consumables
Gross Profit
Admin Expenses
Other Operating Charges
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R&D Expenses
Operating Profit
EBITDA
Financial Revenue
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Financial Profit/Loss
Interest Paid
Extraordinary Revenue
Extraordinary Expenses
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Pre-Tax Profit
Tax
Profit After Tax
Retained Profit
Balance Sheet
Non-Current Assets
Intangible Assets
Tangible Fixed Assets
Other Non-Current Assets
Current Assets
Stock
Debtors
Cash in Hand
Other Current Assets
Called Up Share Capital
P&L Account Reserve
Shareholder Funds
Other Shareholder Funds
Provisions
Long Term Debt
Creditors (> 1 year)
Other Non-Current Liabilities
Short Term Debt
Creditors
Creditors (< 1 year)
Other Current Liabilities
Key Metrics
Net Assets
Net Current Assets
Total Assets Less Current Liabilities
Working Capital
Enterprise Value
Added Value
Cashflow Before D&A
Other Information
Staff Costs
Number of Employees
1 shareholder available
Shareholder 1
Shares:
Percentage:
Filing Date:
Shareholder 2
Shares:
Percentage:
Filing Date:
Shareholder 3
Shares:
Percentage:
Filing Date:

Charges

25 charges registered
Lloyds Bank PLC Satisfied
Created 25/02/2022

The freehold property known as unit 14, london group business park, 715 north circular road, london ...

#021553600031 Negative Pledge
Lloyds Bank PLC Satisfied
Created 12/10/2020

Unit 4 the perry centre davy way waterwells business centre quedgeley gloucester.

#021553600030 Negative Pledge

Properties

100 properties
Regions
10
Freehold
68
Leasehold
32
WEST MIDLANDS

Unit 8, The Wharf, 16 Bridge Street, Birmingham (B1 2JS)

Leasehold B1 2JS
Added 18/11/2016 BIRMINGHAM
WEST MIDLANDS

Unit 7, The Wharf, 16 Bridge Street, Birmingham (B1 2JS)

Leasehold B1 2JS
Added 18/11/2016 BIRMINGHAM
WEST MIDLANDS

55 Raddlebarn Road, Selly Oak, Birmingham (B29 6HQ)

Freehold B29 6HQ
£180,000
Added 13/09/2021 BIRMINGHAM
0 issuances recorded

Total Amount Raised (Valid Issuances)

Shares Issued (Valid Issuances)

Date CLASS
Shares Issued:
Price Per Share:
Amount Raised:
Filing:
Date CLASS
Shares Issued:
Price Per Share:
Amount Raised:
Filing:

Grants

No grant information available

Group Structure

Government Council Contracts Beta

No council contracts found

Company Filings

01/05/2025 Mortgage

Mortgage Satisfy Charge Full

01/05/2025 Mortgage

Mortgage Satisfy Charge Full

30/04/2025 Confirmation Statement

Confirmation Statement With No Updates

01/04/2025 Officers

Appoint Person Director Company With Name Date

31/03/2025 Officers

Termination Director Company With Name Termination Date

06/12/2024 Officers

Termination Director Company With Name Termination Date

06/12/2024 Officers

Appoint Person Director Company With Name Date